Filed June 17, 2016
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $91,339 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $6,909 | $25,165-72.5% | $73,545-90.6% | $77,958-91.1% |
| Participation rate | 75.0% | 36.6%+38.4pp | 54.9%+20.1pp | 71.6%+3.4pp |
| Annual return | 34.43% | 18.12%+16.3pp | -15.16%+49.6pp | 20.87%+13.6pp |
| Employer contribution / active EE | $179 | $395-54.7% | $1,219-85.3% | $2,310-92.3% |
| Participant deferral / active EE | $827 | $898-7.9% | $1,806-54.2% | $3,537-76.6% |
| Admin fee / account holder | $106 | $76+39.5% | $2,320-95.4% | $97+8.6% |